How big is Paoli & Purdy, PC's plan?

Paoli & Purdy, PC's plan reported $1.2M in assets and 13 participants for 2024.

Original filing (PDF)20251014141850NAL0006285298001

Paoli & Purdy, PC

Name: Paoli & Purdy, PC — Paoli & Purdy, PC 401(k) Profit, Form 5500 (2024)
Creator: Paoli & Purdy, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paoli & Purdy, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Paoli & Purdy, PC's Paoli & Purdy, PC 401(k) Profit Sharing Plan held $1.2M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Paoli & Purdy, PC's EIN is 46-5539245.

EIN 46-5539245

Plan number 001

Plan year 2024

ACK ID 20251014141850NAL0006285298001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paoli & Purdy, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paoli & Purdy, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAOLI & PURDY, PC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score